Advisor, American Portfolios Financial Services Inc.
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
969 Ratings
PL
Sep 28th, 2020
I did not take this course to earn CPE; rather, I wanted to gain personal knowledge about social security as I had hoped to retire early. This was an extremely helpful webinar. It was not only informative, it was actually very interesting. Mr. Mazzola was very knowledgeable and presented the material in a manner that easily kept my attention. I expected a dry, boring presentation, but this was not the case here! Thank you so much.
PC
Dec 29th, 2020
The webinar is informative and helpful. It will be great if the presenter has a little more time. The material is highly organized and the examples are good which we can use as references. A big thank you to you all! Happy New Year!
JH
Dec 29th, 2020
Great summary. Instructor did great job lowing through and not being distracted by tangential info. Some of your instructors act ADHD and seem to forget they have an hour on a particular topic.
CW
Dec 29th, 2020
This was a great webinar, I would highly recommend it to anyone who wants some helpful tips to guide their clients who have questions about Social Security. Really informative.
TP
Dec 29th, 2020
I think the class was great and very informative. I learn a lot that will help me professionally and personally. Great job.
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